Francis Claire is a registered investment advisor at Double Eagle Partners, LLC, based in Matthews, NC, with 13 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 44 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Double Eagle Partners offers a special fee program for early career physicians of 0.50% of assets under management with a maximum annual fee of $500 until the value of the client's assets exceeds $100,000. Fees are subject to negotiation.
Fee Estimator
Location
Matthews, NC
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Double Eagle Partners, LLC
Previous Registrations
LPL Financial LLCBroker
Mizuho Securities USA INC.Broker
Evergreen Investment Services, INC.Broker
Printon, Kane Group, INC.Broker
Bersec International CorporationBroker
Bear, Stearns & CO. INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.